Running an online shop can be overwhelming, especially when dealing with numerous orders. Thankfully, Shopify offers straightforward ways to manage order processing and archiving, which can save you time and keep your shop organised.
Where to start in the Shopify admin?
To begin, you’ll need to access your Shopify admin panel. Once you’re there, look for the ‘Settings’ option and click on it. Then, select ‘General’ from the menu that appears.
Scroll down to find this section “Order processing”. This is where you’ll find all the essential options for order management.
Setting up your order processing
When you’re in the order processing section, you’ll have these choices for handling orders:
- Automatically fulfill the order‘s line items
- Automatically fulfill only the gift cards of the order
- Don’t fulfill any of the order’s line items automatically
You can also request customers to do a final check before making a purchase by ticking the box “Require a confirmation step
Managing automatic archiving
Archiving helps keep your orders tidy and your workspace clean. You can automate the process
When to archive orders:
- After complete fulfillment and payment
- When all items have been refunded
Result:
Order moves to archive and disappears from active orders list
Saving your preferences
After you’ve made your choices, don’t forget to click the ‘Save’ button. This ensures all your new settings are properly stored and will take effect immediately.
By following these simple steps, you can create an efficient order management system that works for your business. Remember, you can always adjust these settings later if your needs change.
